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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,279 | $43,338+46.0% | $59,887+5.7% | $64,173-1.4% |
| Participation rate | 79.3% | 69.2%+10.1pp | 74.7%+4.6pp | 69.6%+9.7pp |
| Annual return | -6.12% | -1.55%-4.6pp | 3.46%-9.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,532 | $2,030-24.5% | $2,722-43.7% | $2,381-35.7% |
| Participant deferral / active EE | $6,112 | $2,547+139.9% | $3,402+79.7% | $3,470+76.2% |
| Admin fee / account holder | $170 | $3,007-94.3% | $3,591-95.3% | $4,887-96.5% |